Relationship Management App helps teams keep important connections organized and easy to follow up on, whether you’re managing customers, leads, partners, donors, or community members. It brings key contact details into a simple contacts view and supports consistent outreach with interaction logging and reminders, so nothing gets missed after a call, meeting, or email. This works well for small businesses, sales and marketing teams, agencies, consultants, and nonprofits that need a lightweight way to track relationship history without juggling scattered notes or separate spreadsheets.
With Jotform, you can turn relationship tracking into a shareable self-service experience using app templates and a no-code app builder. Customize pages with a drag-and-drop interface, connect your app to forms and tables for reliable data collection, and keep your workflow moving with quick updates and centralized records. Publish the app for your team, align on the same source of truth, and expand it as your process evolves.
Related templates
Author Marketing App
An author marketing app is used by authors and writers for sharing their work with their readers. Want to know how to sell books online? This Author Marketing App from Jotform allows authors to create a one-stop-shop for their readers to order books, message the author, follow the author’s social media accounts, or join an email list. Authors can also create a bio page, announce upcoming books, and showcase other titles on the app’s main page by uploading book covers to an image carousel.Personalize this app template with just a few clicks using Jotform’s no-code app builder. Simply drag and drop to add or change form elements, choose fonts and colors, upload a custom avatar and background image, add payment integrations, and much more. Once you’re satisfied, easily share your app with your readers by embedding it in your website or social media, or by sharing the app link in a newsletter email. Create a fully customizable app for marketing your writing and connecting with your readers with this Author Marketing App from Jotform.
Go to Category:Online Store Apps
Easy Mortgage App
With Jotform’s Easy Mortgage App, members of your mortgage loan company can collect client information in the field from their smartphone or tablet — no messy paperwork required! Once the app is downloaded onto each employee’s device, they can submit mortgage loan requests for new clients, help clients request deferrals, or accept formal mortgage loan applications online.Customizing this Easy Mortgage App is, well, easy. Just drag and drop to rearrange the design, add or remove forms, include your logo for a professional touch, and make other design changes with no coding. Share the app with a link to be saved to any device instantly, and your team will be ready to start collecting information through the Easy Mortgage App and storing it in your secure Jotform account.
Go to Category:Finance Apps
Sales Order App
This Sales Order App provides one convenient location for your customers to place and cancel sales orders. From this readymade app, customers can fill out account and shipping information, choose item and quantity numbers, and pay for their orders by card or PayPal. There is also a separate form for leaving feedback, and you can share testimonials on your splash page. Customers can access and download your app to their smartphone, tablet, or desktop computer for future use.Want to change the look of your Sales Order App? Our drag-and-drop interface makes customization a snap! With a few clicks, you can add forms, choose fonts and colors, upload your own logo, update the app icon and splash page, and more—no coding necessary. With Jotform’s Require Login feature, you can secure your app pages by requiring users to sign in before accessing certain content or features. Once you’re satisfied with your app’s design, simply share a link with your customers and they can start making orders from any device. Simplify your ordering process with this free Sales Order App!
Go to Category:Customer Portal Apps
Cookie Sales Tracker App
Wondering how to sell cookies online? A Cookie Sales Tracker App is a great tool for pop-ups and bakeries alike to take cookie orders and track sales. Using this app, customers can place orders online by filling out general contact information, choosing a delivery date, and specifying if the order is for pick-up or delivery. Under order details, there are a variety of customizable options such as flavor, icing, add-ons, cookie shape, and custom order packaging. Your online orders are then stored and compiled in an easy-to-read spreadsheet in Jotform Tables, which you can access from any device.Want to personalize this Cookie Sales Tracker App? Our drag-and-drop interface makes it easy to add or change forms, choose fonts and colors, upload your bakery’s logo, update the app name or text, and more — all without any coding. Once you’re satisfied with the look and feel, just share your app via link on your website or social media and customers can open and download it on any smartphone, tablet, or computer. Sell cookies online with this Cookie Sales Tracker App!
Go to Category:Food & Beverage Apps
Social Media Marketing App
A social media marketing app is used by social media managers or marketing agencies to list their services, accept proposal requests, and list their contact information. With this ready-made Social Media Marketing App, your business can provide clients with a convenient mobile app — which they can instantly download onto their smartphone for easy access.Need to make design changes? Add your company logo and branding, update the listed services, and change the app background, colors, and icon for a personal touch. No coding knowledge is required with our drag-and-drop builder! Give your customers a quicker way to contact you and book your services with a custom Social Media Marketing App.
Go to Category:Consulting Apps
Customizable Sales Tracking App
A sales tracking app enables you to track your sales from any device. Get started with our free Sales Tracking App for businesses of all sizes. This ready-to-use app bundles multiple forms that you can sync to your CRM, so you can create a seamless workflow for generating leads and logging tasks. To get started, customize the template for your company using our drag-and-drop app builder. When you’re satisfied with the look and feel of your app, download it on your smartphone, tablet, or desktop computer, or share it with other members of your sales team to save onto their own devices.Customizing this Sales Tracking App for your sales team won’t require any coding. In just a few clicks, you can create new forms, integrate them with your CRM, embed links, add images and buttons, and change app settings such as name, icon, and splash screen for a fully-custom experience. To share it, just copy and paste the app link in emails or messages to your sales team members. Your Sales Tracking App will be easy to pull up on any device, so you can track and grow sales no matter where you are — even on the go.
Go to Category:Company Portal Apps